GI
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GAMMA Investing’s CMS Energy CMS Stock Holding History

GAMMA Investing’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Buy
16,284
+1,134
+7% +$85K 0.05% 334
2026
Q1 		$1.18M Buy
15,150
+804
+6% +$59.7K 0.05% 301
2025
Q4 		$1M Sell
14,346
-832
-5% -$60.5K 0.05% 314
2025
Q3 		$1.11M Buy
15,178
+1,126
+8% +$80.9K 0.06% 263
2025
Q2 		$974K Buy
14,052
+561
+4% +$40K 0.06% 278
2025
Q1 		$1.01M Buy
13,491
+2,020
+18% +$141K 0.08% 238
2024
Q4 		$765K Buy
11,471
+738
+7% +$50.8K 0.07% 264
2024
Q3 		$758K Buy
10,733
+2,418
+29% +$159K 0.08% 240
2024
Q2 		$495K Buy
8,315
+2,027
+32% +$123K 0.07% 263
2024
Q1 		$379K Buy
6,288
+1,114
+22% +$64.6K 0.08% 245
2023
Q4 		$296K Buy
+5,174
New +$289K 0.08% 231

Other funds holding CMS

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

GAMMA Investing's CMS Position: Q2 2026 in Review

GAMMA Investing increased its CMS Energy (CMS) stake by 7.5% in Q2 2026, buying an estimated $85K and bringing the position to 16,284 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #334.

GAMMA Investing first reported a position in CMS in Q4 2023 and has held it in 11 quarters since. 123 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • GAMMA Investing held 16,284 shares of CMS Energy worth $1.25M as of Q2 2026.
  • GAMMA Investing bought 1,134 CMS Energy shares in Q2 2026, an estimated $85K.
  • CMS Energy made up 0.05% of GAMMA Investing's portfolio in Q2 2026, its #334 holding.
  • GAMMA Investing first reported a position in CMS Energy in Q4 2023 and has held it in 11 quarters since.
  • 123 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.